Has anyone implemented an e-mail suppression process to prevent iMIS users from sending e-mail to customers who have opted out of receiving e-mail per the CAN-SPAM act? We maintain a table of the e-mail addresses of our customers who have chosen not to receive any promotional e-mail. We use that table to exclude that set of customers when selecting lists for mass e-mail marketing campaigns. We also want to programatically prevent our iMIS users from sending e-mail through iMIS to these customers.
Correspondence Management
Searching on Maiden names, Nicknames, D/B/A's, Acronyms and other aliases
This question comes up every so often and I'm wondering how others have handled it.
Sometimes people, and organizations as well, have "aliases". When using the standard Omnis search, we've been constrained to allowing a person or company to have only one name.
So, for example, let's say Jane Smith married Jones. She joined the association, or donated to the fundraising organization under the name Jane Jones. But you may want to be able to locate her record under the name Jane Smith. (Why? Social networking, international trips where passport has old name, professional societies / certification bodies with licensing) Or, perhaps your members are small businesses or franchises. You may search for Century 21 Chesterfield but the legal name is Sunrise Properties LLC. Or you search for iMIS or ASI but the company's name is Advanced Solutions International, Inc.
Creating Crystal Reports that insert data - Example Member Card tracking in Activity
Sometimes a custom Crystal Report is needed which does not use the iMIS search dialog boxes. This is usually the case when there are nested queries and multiple joins.
This solution was created to permit the generation of a Member Card export that inserts an Activity recording the generation. Because we did not use a search dialog, we could not use the option PRINT_CREATE_ACTIVITY.
So...
I based the report on a stored procedure. The key is that you must do the insert part of the stored proc before you do the select for the data.